RE: Their technology has many many uses4 Jan 2023 09:37
Thanks Trisor. I agree. Communication has been poor and sales has historically been a weakness, so they need to do more to show they have this in hand.
My personal take is that Duffin was too optimistic with what he said about the timing of the deals, but I still think he believed that those deals would come through.
The RNS does include a line that says something like the timing is not certain. This seems to have been skipped when he went in front of the camera.
But those are not the deals I'm (that) interested in.
The date is set for the filter exhibition with Volz, so they had better get cracking and get some news out about the Virosynth JV by then. I believe once we have a killer product released and Volz/Virosynth leading the sales efforts things could look a lot nicer. It's this constant uncertainty that is the difficulty and it feeds right into the hands of the derampers.
GLA DYOR